Institutional Ownership Ishares Tr North Amern Nat Res (IGE)
This table provides information about the institutional ownership of Ishares Tr North Amern Nat Res (IGE). We have compiled data on the 156 institutions that hold shares in the stock, with a total of 7.75 Million shares, which have been reported (via 13F filing form) to have a value of $373 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
9,705
shares
|
$467,004
0.03% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
9,683
shares
|
$465,945
0.0% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
9,599
shares
|
$461,903
0.22% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
9,444
shares
|
$454,445
0.02% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
9,429
shares
|
$453,723
0.01% of portfolio
|
Q2 2025
Reduced 82.58%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
9,302
shares
|
$447,612
0.06% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
8,897
shares
|
$428,123
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,889
shares
|
$427,738
0.12% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,834
shares
|
$425,092
0.09% of portfolio
|
Q4 2023
Added 12.76%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
8,195
shares
|
$394,343
0.07% of portfolio
|
Q2 2025
Added 481.21%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
7,540
shares
|
$362,824
0.0% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
7,500
shares
|
$360,900
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
7,482
shares
|
$360,033
0.0% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
6,971
shares
|
$335,444
0.01% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
6,736
shares
|
$324,136
0.0% of portfolio
|
Q2 2025
Reduced 57.91%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
6,713
shares
|
$323,029
0.02% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
6,563
shares
|
$315,811
0.17% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
6,388
shares
|
$307,390
0.01% of portfolio
|
Q2 2025
Added 638.5%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
6,349
shares
|
$305,513
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
6,189
shares
|
$297,814
0.0% of portfolio
|
Q1 2025
Added 19.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,642
shares
|
$271,493
0.0% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,631
shares
|
$270,963
0.09% of portfolio
|
Q1 2025
Reduced 30.76%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,400
shares
|
$259,848
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
5,343
shares
|
$257,105
0.01% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
4,974
shares
|
$239,348
0.04% of portfolio
|
Q2 2025
Reduced 7.08%
|